Financial Planning Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Dentist You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan. What happens if I withdraw money from my tax-deferred invest Withdrawing funds from retirement accounts before turning age 59 ½ usually triggers a 10% tax penalty Elder Care They may not admit it, but as your parents age they might need your financial help.